Create estimate contacts from new jobs for estimators

Your new job records often miss standardized contact names and mobile numbers, forcing estimators to chase details. This creates full contact entries so estimators can start proposals the same day.

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Overview

When job entries arrive with inconsistent contact details, estimators waste time chasing clients and estimates are delayed. This flow standardizes names and phone/email data and creates ready-to-use contacts in your proposal tool so estimators can begin work the same day.